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New Portfolio - New Portfolio

JOSEFO

New Portfolio
Individual Investor
Ranked #237,233 out of 730,641 TipRanks' Investors
Success Rate
55%
12 out of 22
profitable transactions
Average Return
10.51%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
5.00% ADP
5.00% ABBV
5.00% MO
5.00% BLK
5.00% O
75.00% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
25.00% Financial
15.00% Real Estate
15.00% Consumer Defensive
15.00% Consumer Cyclical
10.00% Healthcare
20.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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ADP
Automatic Data Processing
$243.07
$3.27
(1.33%)
$258.00
(6.14% Upside)
3 Buy
7 Hold
1 Sell
Hold
premium
$99.85B
13.01%
ABBV
AbbVie
$159.62
$7.67
(4.58%)
$179.77
(12.62% Upside)
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$282.63B
9.92%
MO
Altria Group
$43.38
$0.16
(0.37%)
$43.44
(0.14% Upside)
3 Buy
4 Hold
2 Sell
Hold
premium
$74.51B
-0.25%
BLK
BlackRock
$762.88
$5.23
(0.69%)
$909.44
(19.21% Upside)
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$113.63B
16.82%
O
Realty Income
$53.71
$0.09
(0.17%)
$58.75
(9.38% Upside)
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$46.25B
-10.00%
PEP
PepsiCo
$175.58
$1.1
(0.62%)
$191.25
(8.92% Upside)
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$241.38B
-5.30%
AMT
American Tower
$171.69
$1.21
(0.7%)
$222.77
(29.75% Upside)
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$80.17B
-13.00%
TROW
T Rowe Price
$114.02
$5.19
(4.77%)
$111.56
(-2.16% Downside)
0 Buy
5 Hold
4 Sell
Moderate Sell
premium
$25.50B
6.14%
JNJ
Johnson & Johnson
$146.14
$0.68
(0.46%)
$174.62
(19.49% Upside)
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$352.17B
-7.98%
MAIN
Main Street Capital
$49.13
$0.45
(0.92%)
$44.33
(-9.77% Downside)
0 Buy
3 Hold
0 Sell
Hold
premium
$4.18B
32.96%